Trivium Point Advisory’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History
Bought
Maintained
Sold
Other funds holding LMBS
Trivium Point Advisory's LMBS Position: Q2 2026 in Review
Trivium Point Advisory increased its First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) stake by 259% in Q2 2026, buying an estimated $2.33M and bringing the position to 64,810 shares worth $3.23M. The position accounts for 0.29% of the portfolio, ranked #85.
Trivium Point Advisory first reported a position in LMBS in Q2 2024 and has held it in 4 quarters since. 456 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.
- Trivium Point Advisory held 64,810 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $3.23M as of Q2 2026.
- Trivium Point Advisory bought 46,773 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2026, an estimated $2.33M.
- First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.29% of Trivium Point Advisory's portfolio in Q2 2026, its #85 holding.
- Trivium Point Advisory first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q2 2024 and has held it in 4 quarters since.
- 456 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.
Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.